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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Dear 5i,
I currently have an approx. 3% holding in each of these energy stocks in my TFSA; TOU, SU and WCP. Do these three provide reasonable exposure to the energy sector? If there is too much overlap can you suggest which ones I might want to sell. If you think I should add more different types of energy stocks can you suggest ones to add with a 3% weighting. Thanks for all your help.
Read Answer Asked by Ian on June 10, 2022
Q: After the large run-up in oil & gas stocks, would now still be a reasonable time to invest in them and, if so, what would be your top 3 picks for dividend plus growth, US and Cdn? Thank you.
Read Answer Asked by John on June 10, 2022
Q: What do you make of the recent increase in the spread of WTI oil over WCS oil of more than 50%? What are the CDN. mid-caps most relying on WCS. Thanks.
Read Answer Asked by Joseph on June 10, 2022
Q: Peter; Are the “ generalists” in the energy sector yet- and if not what are they waiting for? Thanks.Rod
Read Answer Asked by Rodney on June 09, 2022
Q: On April 5th I asked a question about STEP Energy, and bought it after your answer - it has been the main green streak in my portfolio, and I now have a double. It has 7 analyst buys on the RBC Direct trading site - do you think these are up to date? Do you know what the consensus has on it for a projected stock price? Do you think it still has "legs"? Thanks!
Read Answer Asked by Kim on June 09, 2022
Q: Can I please get your outlook on the energy sector, and the holdings above- how would you rank them for a 1 year hold, would the ranking change for a 5 year hold?
There is the view that energy will come back to represent a larger % of the index again.
Read Answer Asked by Kyle on June 09, 2022
Q: Peter; Maybe I’m overthinking this but if we have a major geopolitical event( war ends,) and oil drops substantially, how will large oil stocks funds all exit? I know you don’t like stop losses but how else could a retail investor protect gains? Should we be selling off bits on the rallies? Thanks. Rod
Read Answer Asked by Rodney on June 08, 2022
Q: I just received a few hundred shares of an ADR, Australia-based Woodside Energy Group WDS-N from a spin-off of my BHP-N holdings. I must admit it caught me off guard as to the event. There is not a lot of data available on this Perth-based energy firm. It appears to of had a decent run lately. What I am interested in is the fact that its geography in South Asia, an area I have not really had much exposure to. Is it a valid company (in your view to hold for the near term?) The purpose would be purely for speculation. I feel oil and gas firms are near the peak in pricing so do you think selling is a better option. Thanks JIM
Read Answer Asked by James on June 08, 2022
Q: Hi Peter,

How would you rank the following five Brookfield companies (BIP.UN, BIPC, BAM.A., BEP.UN, and BBU.UN) over a long-term hold with respect to risk-return? Which of the five securities has the highest risk and which one do you perceive has the lowest risk?

Your comments are much appreciated.
Read Answer Asked by George on June 07, 2022
Q: I hold the above utilities and have seen many recent questions on these. I believe our electrification demands will continue to rise very significantly over the next few decades.
I am retired and mainly looking for dividend growth and some, or good overall growth. Please rank as to which you think has the best outlook over next 5 years or more. I hold similar amounts of each? Would you add to one or two mainly or equally to all?
Thank you for great service.
Tulio
Read Answer Asked by Tulio on June 07, 2022
Q: What is your opinion of this ETF for a core long term holding for exposure to the oil and gas industry? Is the MER high/low in your opinion. What alternatives if any would you suggest? Thanks
Read Answer Asked by Kolbi on June 07, 2022
Q: I am always confused on days like this when Canadian oils go one way and American oils the other. I would have thought the sectors would both move mostly in tandem guided by oil and gas prices. But, not for the first time, XEG is down today while XLE is up. Why would that be? Yes, it is a bad market day, but ALL my US oils are up strongly while many of the Canadians (TOU in particular) are down. BTW, what % of a diversified portfolio would you devote to oils and gas today? Should pipelines be included in that consideration?
Read Answer Asked by John on June 06, 2022
Q: I hold SU PSK and WCP. I don't want to hold oil and gas in the long term, so want to eventually sell these three stocks. Do you feel this sector will likely perform well through a recession and would you tend to continue to hold them through the next year? Could you suggest a target price for each. Could you suggest what I might replace these with in the alternative energy sector - with dividend. Thank you!
Read Answer Asked by Pat on June 06, 2022
Q: Do you think the remarkable energy share price surge will continue, if at a lesser pace than the past year? Rumours of $150-$180 oil are popping up. Would you care to offer a prediction for oil prices 12 months from now?
Read Answer Asked by Steven on June 06, 2022
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